Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,523
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$139M
3
+$59M
4
GPC icon
Genuine Parts
GPC
+$52M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$45.3M

Top Sells

1
+$185M
2
+$133M
3
+$79.2M
4
WMT icon
Walmart
WMT
+$78.9M
5
HSIC icon
Henry Schein
HSIC
+$76M

Sector Composition

1 Technology 20.14%
2 Industrials 9.95%
3 Financials 9.37%
4 Healthcare 8.44%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38.9M 0.04%
120,253
+2,752
377
$38.8M 0.04%
507,150
+3,194
378
$38.8M 0.04%
358,986
+7,300
379
$38.7M 0.04%
363,685
+6,964
380
$38.7M 0.04%
202,586
-51,079
381
$38.4M 0.04%
353,427
-6,993
382
$38.1M 0.04%
373,017
+5,677
383
$37.9M 0.04%
312,625
-16,593
384
$37.8M 0.04%
157,819
-405
385
$37.7M 0.04%
1,698,540
+163,359
386
$37.7M 0.04%
134,490
+5,581
387
$37.6M 0.04%
690,593
+40,614
388
$37.5M 0.04%
422,663
+1,873
389
$37.3M 0.04%
166,939
+23,214
390
$37.3M 0.04%
193,517
-30,986
391
$37.1M 0.04%
60,907
-2,214
392
$36.9M 0.04%
2,086,331
+29,609
393
$36.9M 0.04%
319,409
-45,455
394
$36.9M 0.04%
512,475
+25,437
395
$36.7M 0.04%
320,565
-8,485
396
$36.7M 0.04%
547,424
+9,878
397
$36.6M 0.04%
262,914
-2,500
398
$36.1M 0.04%
122,192
+2,351
399
$35.9M 0.04%
1,338,995
-4,482
400
$35.7M 0.04%
539,809
+63,121
14 15
16
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